William Maclay Hall

Employer firm

Conservest Capital Advisors Inc CRD 111353

$1.92B regulatory AUM 303 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2012 → 09/2019
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Blue Bell, PA
• 08/2016 → 09/2019
  Bank Of America, N.A.
  Blue Bell, PA
• 09/2019 → Present
  Conservest Capital Advisors Inc
  Bryn Mawr, PA

Previous Registrations

• 2013-03-26 → 2019-09-06
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Blue Bell, PA

Exams

• S66 Uniform Combined State Law Examination
  2013-03-23

Other Names

• William Maclay Hall
• Clay Hall
• William Hall